See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,776 | $102,317+126.5% | $146,958+57.7% | $80,856+186.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 14.47% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $815 | $3,713-78.1% | $4,933-83.5% | $2,755-70.4% |
| Participant deferral / active EE | $8,716 | $6,644+31.2% | $8,070+8.0% | $4,296+102.9% |
| Admin fee / account holder | $3,864 | $7,941-51.3% | $12,998-70.3% | $6,918-44.1% |